【专题讨论】价值投资的股海（骨骸？）遗珠

xzm

原帖由 tan81 于 22-5-2008 11:08 PM 发表
我期待对它有更多的了解，看来Triumphal 也在中国混得不错。
四川地震后，我对中国股，改变看法了。

请问你对中国股的看法，有什么改变？

tan81

不会在短期内开工。会是一个5年的规划工程。需要20亿的投资。
MFCB要吃下这单工程，也要冒险集资。

jeff7

谢谢你的恢复！!!!

tan81

之前看到8年兄称赞你，说你的选股有独到之处。你希望讨论什么？

Mr.Business

Mega First没有专区的？请你开一个吧。

Friday May 23, 2008
Mega First to expand power ops regionally
By Hanim Adnan

KUALA LUMPUR: Mega First Corp Bhd plans to expand its power business regionally, but it will first focus on completing its RM2bil Don Sahong hydropower plant in Laos by 2012.

Chairman Goh Nan Kioh said the group would be looking at setting up power plants in Third World countries “where there is economic stability and where we can get better (power) rates.”

“For now, we are busy with the new hydropower plant in Laos and need to set up a special-purpose company to take over the 30-year concession of the project and then transfer it to the Laotian government at no cost,” he told StarBiz after the company’s AGM yesterday.

The new plant will generate 240MW to 360MW of electricity per year, which will be sold to Laos, Thailand, Vietnam and Cambodia.

Currently, Mega First has a power plant each in Shaoxing, China, and Tawau.

“The group's power division is expected to continue to be the biggest contributor to group revenue this year,” Goh said.

Mega First was planning to dispose of its loss-making engineering division, possibly next year, as part of the group's effort to streamline its operation, he said, adding that it would focus on three core businesses, namely power, mining and property.

“We are in the final leg of cleaning up our operation that will help to improve the future health of our balance sheet,” he added.

Goh also said subsidiary Rock Chemical Industries (RCI), with its large quicklime production of 760 tonnes per day, would position the group in a good position to leverage on the expected increase in limestone demand from the property and construction industry this year.

RCI is one of the largest limestone producers in the region.

“We plan to expand RCI's network both locally and overseas by diversifying our customer base as well as develop new applications for existing products and produce better margin products to stay ahead of the competition,” he said.

http://biz.thestar.com.my/news/s ... 50&sec=business

jeff7

Mega First was planning to dispose of its loss-making engineering division, possibly next year, as part of the group's effort to streamline its operation, he said, adding that it would focus on three core businesses, namely power, mining and property.

“We are in the final leg of cleaning up our operation that will help to improve the future health of our balance sheet,” he added.

这是股东们要的。

vincentphuah

tan81,今天的triumpl价钱不错,你有打算卖掉吗?
看了它买进的%,只是8%而已...

Mr.Business

原帖由 tan81 于 22-5-2008 11:06 PM 发表
我问了4个大问题。
得到了许多额外的答案。因为有些前辈的问题更刁难。
  

原来外面也是有散户真的对公司有研究，会去出席AGM？

xzm

原帖由 tan81 于 23-5-2008 12:36 AM 发表
之前看到8年兄称赞你，说你的选股有独到之处。你希望讨论什么？

8年应该是赚了钱兴奋过度了。
我想听听你对中国股的看法。之前似乎你有说过不看好中国股，难道现在看好了？地震让你看到了什么？

tan81

暂时不打算卖。要进一步研究它的中国业务。建筑业应该会为它带来正面的盈利效应。四川地震，也许会对它的盈利有影响。


很惊人的成交量。我买在0.745。
还是你赚最多。

看来今天的PNB 不止买10，000股

[ 本帖最后由 tan81 于 24-5-2008 12:07 AM 编辑 ]

tan81

请给我一点时间。如果我不记得，请提醒我，我不会介意的。

蚂蚁小弟

不见得有ＰＮＢ，有ｔａｂｕｎｇ　ｈａｊｉ就一定好
个人怀疑某间公司又来玩假
而ＰＮＢ和ｔａｂｕｎｇ　ｈａｊｉ刚好也是大股东
等公司回我电邮才公布

tan81

PNB 和 LTH只是帮我们把价位推高。
其他事情，就很难说了。
我看好的，只是它那占ＮＴＡ三分一的价钱和手上的现金。
如果在中国的生意有任何变动，是意外收获。
还在等业绩。

有造假，记得通知，谢谢蚂蚁。

tan81

那些散户，才真正的是老散。　全头的头发都白了。不知道他们买了多少年。
有很会看年报的高手。问题非常尖锐，而且不给Ｃｈａｉｒｍａｎ　转弯，硬要他答应解决问题。

vincentphuah

看来你不赚它一两番,你不会罢休喔!
明天看到好价钱,就想把它放了...想买其它的了!

tan81

那么祝你好运。还要感激你这个赚钱的机会。实在谢谢分享。

tan81

老兄，看来你的票已经卖了。可以分享一下赚了多少？


基金还在继续扫货。业绩还没公布。

tan81

很有趣的数字。今天才发现。



[ 本帖最后由 tan81 于 28-5-2008 01:31 PM 编辑 ]

vincentphuah

原帖由 tan81 于 28-5-2008 12:05 PM 发表
老兄，看来你的票已经卖了。可以分享一下赚了多少？


基金还在继续扫货。业绩还没公布。

哈哈!还好这几天忙着工作,没时间卖,不然就错过了赚钱的机会了...
我的平均价位还比你高,因为我在年前就开始进货了...吃了几次票,现在的平均价是0.83...
看来我还是等拿了股息再卖吧!都等了那么久了...

vincentphuah

大股东在增加持票喔!
为什么呢?
会不会业绩一飞冲天!